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Lee Financial’s Duke Energy DUK Stock Holding History

Lee Financial’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-333
Closed -$32.3K – 348
2023
Q4 		$32.3K Hold
333
– – 0.01% 264
2023
Q3 		$29.4K Hold
333
– – 0.01% 264
2023
Q2 		$29.9K Sell
333
-125
-27% -$11.8K 0.01% 262
2023
Q1 		$44.2K Sell
458
-8
-2% -$790 0.01% 238
2022
Q4 		$48K Hold
466
– – 0.01% 254
2022
Q3 		$43K Sell
466
-2
-0.4% -$215 0.01% 261
2022
Q2 		$50K Buy
468
+10
+2% +$1.1K 0.01% 243
2022
Q1 		$51K Sell
458
-10
-2% -$1.04K 0.01% 239
2021
Q4 		$49K Sell
468
-35
-7% -$3.55K 0.01% 258
2021
Q3 		$49K Sell
503
-265
-35% -$27.4K 0.01% 226
2021
Q2 		$76K Hold
768
– – 0.02% 200
2021
Q1 		$74K Hold
768
– – 0.02% 203
2020
Q4 		$70K Hold
768
– – 0.02% 187
2020
Q3 		$68K Hold
768
– – 0.02% 187
2020
Q2 		$61K Buy
768
+125
+19% +$10.6K 0.02% 178
2020
Q1 		$52K Hold
643
– – 0.02% 166
2019
Q4 		$59K Hold
643
– – 0.01% 175
2019
Q3 		$62K Hold
643
– – 0.01% 176
2019
Q2 		$57K Hold
643
– – 0.01% 190
2019
Q1 		$58K Hold
643
– – 0.01% 185
2018
Q4 		$55K Hold
643
– – 0.01% 175
2018
Q3 		$51K Buy
643
+158
+33% +$12.8K 0.01% 190
2018
Q2 		$39K Buy
485
+10
+2% +$769 0.01% 279
2018
Q1 		$37K Buy
475
+165
+53% +$12.8K 0.01% 281
2017
Q4 		$26K Hold
310
– – 0.01% 232
2017
Q3 		$26K Hold
310
– – 0.01% 221
2017
Q2 		$26K Hold
310
– – 0.01% 224
2017
Q1 		$25K Hold
310
– – 0.01% 204
2016
Q4 		$24K Buy
+310
New +$23.7K 0.01% 213

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee Financial's DUK Position: Q1 2024 in Review

Lee Financial sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 333 shares — an estimated $32.3K sold.

Lee Financial first reported a position in DUK in Q4 2016 and held it in 29 quarters. The position peaked at $76K in Q2 2021. 1,914 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Lee Financial reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 333 Duke Energy shares in Q1 2024, an estimated $32.3K.
  • Lee Financial first reported a position in Duke Energy in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Duke Energy position peaked at $76K in Q2 2021.
  • 1,914 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.